Robin Melley
Director @Consumer Duty Alliance
Bridgnorth, GB
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Mar 2023 — Present
Director @Consumer Duty Alliance
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GB
An independent professional alliance, supporting the personal finance sector to implement good consumer outcomes. All board members, including me, provide their time on a pro bono basis.
EDUCATION
N/A
The Chartered Institute for Securities & Investment (The CISI)
Level 7 Advanced Diploma in Financial Planning, Financial Planning and Services
1991 — 2011
Chartered Insurance Institute
Financial Planning
2014
Central Law Training
Diploma, Trusts and estate planning
SKILLS
Investment ManagementTaxWealth Management ServicesHolistic Financial PlanningRetirement PlanningHigh Net Worth IndividualsTrustsPensionsSippInvestment AdvisorySmall BusinessFinancial AdvisoryEstate Tax PlanningInvestmentsInheritance Tax PlanningWealthAsset ManagementPersonal FinanceFinancial ServicesIncome ProtectionFinancial AdvicePension FundsLife InsuranceFinanceIndependent Financial AdviceLong-Term CarePersonal Financial PlanningInsuranceFinancial PlanningMutual FundsSavingsEmployee BenefitsFinancial PlannersWealth AccumulationWealth ManagementFixed AnnuitiesIncome TaxEstate PlanningRetirementStrategic Financial Planning
ABOUT ROBIN MELLEY
I love helping people to cut through complexity and live meaningful lives through…
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